Anic Equity¶
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Total return since start: 0.606 %¶
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Equity now: -----------------------------> 49048.79 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44879.91 Kr¶
PnL: ---------------------------------------> -68.09 Kr¶
DD now: ---------------------------------> -7.665 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 16:51:17.006477'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.210000 | 1663.200000 | 195.660000 | 13.330000 | 1467.540000 |
| Sedana Medical | 93 | 2.440000 | 2576.100000 | 61.380000 | 2.440000 | 2514.720000 |
| Hoist Finance | 35 | 2.680000 | 1004.500000 | 26.250000 | 2.680000 | 978.250000 |
| Platzer Fastigheter Holding B | 12 | 2.000000 | 978.000000 | 19.200000 | 2.000000 | 958.800000 |
| Orrön Energy | 180 | 0.750000 | 2055.600000 | 18.000000 | 0.880000 | 2037.600000 |
| JM | 6 | 2.090000 | 880.200000 | 18.000000 | 2.090000 | 862.200000 |
| Atrium Ljungberg B | 5 | 1.450000 | 946.500000 | 13.500000 | 1.450000 | 933.000000 |
| Sagax B | 4 | 1.530000 | 865.000000 | 13.000000 | 1.530000 | 852.000000 |
| HEXPOL B | 9 | 0.090000 | 1029.600000 | 11.700000 | 1.150000 | 1017.900000 |
| Catena | 2 | 1.320000 | 800.000000 | 10.400000 | 1.320000 | 789.600000 |
| BioGaia B | 8 | 0.780000 | 935.200000 | 7.200000 | 0.780000 | 928.000000 |
| Hexatronic Group | 12 | 0.450000 | 968.880000 | 4.320000 | 0.450000 | 964.560000 |
| Biotage | 7 | 0.450000 | 943.600000 | 4.200000 | 0.450000 | 939.400000 |
| Sagax A | 4 | -0.470000 | 856.000000 | 4.000000 | 0.470000 | 852.000000 |
| Clas Ohlson B | 12 | 0.310000 | 973.800000 | 3.000000 | 0.310000 | 970.800000 |
| Gränges | 9 | 0.190000 | 927.900000 | 1.800000 | 0.190000 | 926.100000 |
| Bilia A | 8 | 0.000000 | 899.200000 | 1.600000 | 0.180000 | 897.600000 |
| ASSA ABLOY B | 3 | 0.040000 | 777.300000 | 0.300000 | 0.040000 | 777.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3708.900000 | 0.000000 | 0.000000 | 3708.900000 |
| AcadeMedia | 8 | -0.500000 | 400.800000 | -0.400000 | -0.100000 | 401.200000 |
| EQT | 4 | -0.100000 | 828.800000 | -0.800000 | -0.100000 | 829.600000 |
| Byggmax Group | 33 | -0.350000 | 951.060000 | -3.300000 | -0.350000 | 954.360000 |
| SKF B | 5 | -0.510000 | 933.250000 | -4.750000 | -0.510000 | 938.000000 |
| Addnode Group B | 11 | -0.660000 | 912.450000 | -6.050000 | -0.660000 | 918.500000 |
| Alimak Group | 11 | -0.830000 | 918.500000 | -7.700000 | -0.830000 | 926.200000 |
| OX2 | 13 | -1.170000 | 936.650000 | -11.050000 | -1.170000 | 947.700000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| VEF | 909 | -2.260000 | 1810.730000 | -34.540000 | -1.870000 | 1845.270000 |
| Latour B | 4 | -4.440000 | 817.200000 | -38.000000 | -4.440000 | 855.200000 |
| Vitec Software Group B | 2 | -3.600000 | 1045.000000 | -39.000000 | -3.600000 | 1084.000000 |
| Indutrade | 5 | -4.200000 | 1163.500000 | -51.000000 | -4.200000 | 1214.500000 |
| Bufab | 3 | -4.610000 | 1055.400000 | -51.000000 | -4.610000 | 1106.400000 |
| INVISIO | 16 | -1.520000 | 3624.000000 | -56.000000 | -1.520000 | 3680.000000 |
| Hexagon B | 26 | -1.690000 | 3393.000000 | -58.500000 | -1.690000 | 3451.500000 |
| BHG Group | 97 | -6.930000 | 1355.090000 | -99.910000 | -6.870000 | 1455.000000 |
| TOTAL | 44879.910000 | -68.090000 | -7.66478% | 44948.000000 |
Updated:¶
'2023-07-03 16:51:33.869340'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
